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Portfolio (Quarterly) Guide ↗

Apella Capital, LLC

· CIK 0001801507
13F Portfolio $5.1B AUM Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 531 New
Page 9 of 27  ·  531 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 VNQ VANGUARD INDEX FDS 38,131.0 $3.4M 0.07% NEW $88.49 +9.2%
162 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 5,498.0 $3.3M 0.07% NEW $603.29 +10.3%
163 MCD MCDONALDS CORP Consumer Cyclical 10,844.0 $3.3M 0.07% NEW $305.63 -7.0%
164 SPYM SPDR SERIES TRUST 40,999.0 $3.3M 0.07% NEW $80.22 +9.0%
165 SHY ISHARES TR 39,664.0 $3.3M 0.07% NEW $82.82 -0.8%
166 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 98,684.0 $3.3M 0.06% NEW $33.02 +4.1%
167 DFSE DIMENSIONAL ETF TRUST 78,019.0 $3.2M 0.06% NEW $41.48 +15.8%
168 ESGE ISHARES INC 71,535.0 $3.2M 0.06% NEW $44.17 +19.2%
169 DE DEERE & CO Industrials 6,455.0 $3.0M 0.06% NEW $465.55 +14.1%
170 VWOB VANGUARD WHITEHALL FDS 44,146.0 $3.0M 0.06% NEW $67.43 -1.8%
171 UNP UNION PAC CORP Industrials 12,678.0 $2.9M 0.06% NEW $231.31 +14.9%
172 SCHX SCHWAB STRATEGIC TR 106,932.0 $2.9M 0.06% NEW $26.91 +8.5%
173 ACN ACCENTURE PLC IRELAND Technology 10,553.0 $2.8M 0.06% NEW $268.30 -33.7%
174 COST COSTCO WHSL CORP NEW Consumer Defensive 3,218.0 $2.8M 0.06% NEW $862.35 +21.8%
175 J P MORGAN EXCHANGE TRADED F 54,544.0 $2.8M 0.06% NEW $50.59
176 DOCS DOXIMITY INC Healthcare 61,022.0 $2.7M 0.05% NEW $44.28 -56.2%
177 IAU ISHARES GOLD TR Financial Services 32,997.0 $2.7M 0.05% NEW $81.17 +5.2%
178 PH PARKER-HANNIFIN CORP Industrials 3,009.0 $2.6M 0.05% NEW $878.87 -2.2%
179 CVX CHEVRON CORP NEW Energy 17,239.0 $2.6M 0.05% NEW $152.41 +25.3%
180 IBM INTERNATIONAL BUSINESS MACHS Technology 8,778.0 $2.6M 0.05% NEW $296.21 -14.6%
Page 9 of 27  ·  531 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.0%
Financial Services 29.1%
Industrials 8.8%
Communication Services 8.2%
Healthcare 7.3%
Consumer Cyclical 4.9%
Consumer Defensive 4.1%
Utilities 2.1%
Energy 2.0%
Basic Materials 1.1%